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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
101
Bay Harbor Wealth Management
Maryland
$11.7M +$797K +8,330 +8%
SEI Investments
102
SEI Investments
Pennsylvania
$11.4M +$3.94M +41,155 +55%
PG
103
Prostatis Group
Maryland
$11.3M +$2.1M +21,908 +24%
SCA
104
STALEY CAPITAL ADVISERS
Pennsylvania
$11.1M -$239K -2,500 -2%
FWP
105
Firethorn Wealth Partners
Georgia
$10.9M +$329K +3,438 +3%
NL
106
NWAM LLC
Washington
$10.8M -$2.98M -31,121 -22%
SPAS
107
Spectrum Planning & Advisory Services
California
$10.8M +$761K +7,955 +8%
CWA
108
Clearview Wealth Advisors
Oregon
$10.6M -$460K -4,808 -4%
AF
109
Advisornet Financial
Minnesota
$10.6M +$29K +303 +0.3%
HPWM
110
Highland Private Wealth Management
Washington
$10.5M +$1.41M +14,727 +16%
MCIA
111
Mountain Capital Investment Advisors
Colorado
$10.5M +$389K +4,072 +4%
SWA
112
Stratos Wealth Advisors
Ohio
$10.3M +$3.64M +38,082 +57%
BRC
113
BHF RG Capital
Arizona
$10.2M -$13.7M -143,543 -58%
NFG
114
Next Financial Group
Texas
$10.1M +$577K +6,034 +6%
PAG
115
Private Advisor Group
New Jersey
$9.93M +$1.33M +13,921 +16%
CA
116
Cetera Advisors
Colorado
$9.71M +$536K +5,599 +6%
4WM
117
4J Wealth Management
Virginia
$9.63M +$571K +5,965 +6%
RIA
118
Regal Investment Advisors
Michigan
$9.23M +$8.97M +93,770 New
TF
119
Trek Financial
Arizona
$9.22M +$647K +6,765 +8%
WA
120
Wealth Alliance
New York
$9.21M +$4.25M +44,446 +90%
FLPIM
121
F.L. Putnam Investment Management
Massachusetts
$8.77M -$1.07M -11,229 -11%
TWM
122
Tradition Wealth Management
Minnesota
$8.59M -$261K -2,732 -3%
ASN
123
Advisory Services Network
Georgia
$8.55M +$1.67M +17,432 +25%
WF
124
Williams Financial
Vermont
$8.34M -$1.16M -12,104 -12%
CSWG
125
Cardinal Strategic Wealth Guidance
Kentucky
$8.34M +$951K +9,938 +13%